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  1. Procentive
  2. Client Portal and Kiosk
  3. Client Portal

Client Portal

  • FAQ for Using the Client Portal
  • Client Submits a Credit Card Payment via the Client Portal & Vantage
  • Client Submits a Credit Card Payment via the Client Portal & CMS
  • Set Up Client Portal For Your Agency
  • Send Clients an Email Notification When They Have a New Statement Available
  • Client Portal Setup: How-To Video
  • Hide Client Balance in Client Portal
  • Client Portal Messaging

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